NorthRock Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
19,067
-214
| -1% | -$19.6K | 0.05% | 147 |
|
|
2025
Q1 | $1.77M | Buy |
19,281
+832
| +5% | +$76.5K | 0.06% | 128 |
|
|
2024
Q4 | $1.52M | Buy |
18,449
+267
| +1% | +$22K | 0.05% | 144 |
|
|
2024
Q3 | $1.64M | Sell |
18,182
-515
| -3% | -$46.4K | 0.05% | 140 |
|
|
2024
Q2 | $1.45M | Buy |
18,697
+800
| +4% | +$62.1K | 0.05% | 148 |
|
|
2024
Q1 | $1.28M | Sell |
17,897
-985
| -5% | -$70.7K | 0.05% | 164 |
|
|
2023
Q4 | $1.32M | Buy |
18,882
+9,834
| +109% | +$690K | 0.06% | 158 |
|
|
2023
Q3 | $586K | Buy |
9,048
+474
| +6% | +$30.7K | 0.06% | 134 |
|
|
2023
Q2 | $602K | Sell |
8,574
-849
| -9% | -$59.6K | 0.07% | 119 |
|
|
2023
Q1 | $656K | Sell |
9,423
-358
| -4% | -$24.9K | 0.07% | 121 |
|
|
2022
Q4 | $698K | Sell |
9,781
-625
| -6% | -$44.6K | 0.08% | 121 |
|
|
2022
Q3 | $708K | Sell |
10,406
-5,013
| -33% | -$341K | 0.08% | 107 |
|
|
2022
Q2 | $1.1M | Sell |
15,419
-1,397
| -8% | -$99.7K | 0.11% | 86 |
|
|
2022
Q1 | $1.22M | Sell |
16,816
-3,930
| -19% | -$285K | 0.11% | 84 |
|
|
2021
Q4 | $1.42M | Sell |
20,746
-309
| -1% | -$21.2K | 0.11% | 77 |
|
|
2021
Q3 | $1.31M | Sell |
21,055
-943
| -4% | -$58.4K | 0.11% | 74 |
|
|
2021
Q2 | $1.33M | Buy |
21,998
+568
| +3% | +$34.4K | 0.11% | 71 |
|
|
2021
Q1 | $1.33M | Sell |
21,430
-2,614
| -11% | -$162K | 0.12% | 69 |
|
|
2020
Q4 | $1.48M | Sell |
24,044
-896
| -4% | -$55K | 0.15% | 62 |
|
|
2020
Q3 | $1.35M | Sell |
24,940
-4,973
| -17% | -$270K | 0.15% | 62 |
|
|
2020
Q2 | $1.55M | Buy |
29,913
+408
| +1% | +$21.2K | 0.18% | 56 |
|
|
2020
Q1 | $1.6M | Sell |
29,505
-6,445
| -18% | -$349K | 0.22% | 55 |
|
|
2019
Q4 | $2.29M | Buy |
35,950
+13,669
| +61% | +$871K | 0.24% | 62 |
|
|
2019
Q3 | $1.38M | Buy |
+22,281
| New | +$1.38M | 0.19% | 72 |
|